Partnering toward your individual goals is my passion and I am focused for the long-term on quality relationships. Listening and learning are the foundation of working together so I can utilize our established process. Edward Jones gives us the framework to tailor solutions to you and your family.
My previous career in higher education provides the advantage of working with a financial advisor committed to educating clients. I am a Lancaster County girl and love living in the Southern End. Reading relaxes me after being on-the-go along with my husband, Matt, watching our two boys perform with the Solanco marching band and other music groups.
What you can expect from me -
-confidentiality
-consistent established process
-personalized strategy based on your financial goals and comfort with risk
-clear, complete explanations of investments, recommendations and costs
-individual attention and prompt answers to financial questions and concerns
-availability to help your friends and family so they can achieve their goals as well
We are a good fit if you -
-have long-term goals and are willing to follow an established process to reach them
-are willing to share financial information, even if it's not held at Edward Jones
-are willing to filter your financial decisions through your financial advisor
-value the relationship that can be developed over time by working together
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Insurance & Annuities
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Insurance & Annuities
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Reading
- Podcasts
- Real Estate
- Music
Personal Interests
- Spending Time with Family
- Reading
- Podcasts
- Real Estate
- Music
Office Information
Phone Number
Jona Green at (717) 431-8408Branch Team
- Dawn Peters
- Branch Office Administrator
Branch Team
Connect on Social
Branch Team
- Dawn Peters
- Branch Office Administrator
Branch Team
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